The Cashier menu is a widely used function in a Ship Operation where the passenger profile, reservations, billing, and stay histories are recorded and stored.
Guest Handling
This section describes the available functions to access guest data such as guest information, travel documents, invoice, guest history, group account, and others. It also allows you to create, amend, and cancel a reservation, and post a charge and check out a guest/account. These functions are perform in the Management, Cashier drop-down menu
Figure 2-1 Guest Handling
Figure 2-2 Search Panel
Table 2-1 Search Panel
Tab | Description |
---|---|
Checked-In |
This tab lists all registered passengers. |
Checked-Out |
This tab lists all checked-out passengers of past and current cruise. |
Expected |
This tab lists all passengers due to arrive for current or future cruises. |
Cancelled |
This tab lists all canceled reservations. |
No Show |
This tab lists all reservations that fail to show up or are yet to register during System Date Change. |
Show Embark Dates |
Check box includes guest embarkation/debarkation dates in the result list. |
Show Expected disembarkation |
Check box displays disembarking guest of selected date and cabin. |
The Guest Info tab is the default tab for the Guest Handling function. It provides a single view of guest information such as name, address, passport details, cabin information, and others. It also enables you to drill down further into the reservation for more information.
New Reservation Function
The New Reservation function allows you to create a booking for guests arriving without a reservation. A reservation form is launched when you click the New Reservation button. Below are the field definitions of the form.
Figure 2-3 New Guest Information Window
Table 2-2 Field Definition of Guest Information Tab (Name)
Field | Description |
---|---|
Name |
|
Surname |
Last name of the guest. |
Forename |
First name of the guest. |
Middle Initial |
Middle name of the guest. |
Other Name |
Other Last Name. |
Other First Name |
Other First Name. |
Salutation |
The salutation of the guest. |
Title |
Title of the guest. |
Royalty No |
Additional Title. A user definable label. |
Marital Status |
Marital Status of guest. Configurable system codes in Administration, System Codes, Marital Codes. |
VIP |
VIP classification of the guest. Configurable system codes in Administration, System Codes, Marital Codes. |
Classification |
Classification/VIP flag. |
Frequent No |
Frequent Cruiser number. A user definable label. |
Award Level |
Frequent Cruiser Award Level. |
Shore-Res.ID |
External System Reservation ID. A user definable label. |
Onboard Email |
Email contact while on board. |
Total No. of Cruise Days |
Total Cruise days signed up. Information from data import. |
Number of Cruises |
Number of cruises purchased. Information from data import. |
Disc Templates |
Discount templates applied to the account. |
Table 2-3 Field Definition of Guest Information Tab (Passport Information)
Field | Description |
---|---|
Passport Information | |
Passport No |
Passport number of the guest. |
Issue Date |
Date travel document was issued. |
Issue Place |
Place travel document was issued. |
Issue Country |
Country travel document was issued. |
Expiry Date |
Expiry date of travel document. |
Birthdate |
Birth date of the guest. |
Birth Place |
Birth place of the guest. |
Nationality |
Nationality according to travel document. |
Language |
Language spoken by guest. |
Profession |
Profession of the guest. |
Gender |
Gender identifier. |
Smoker |
Smoker identifier. |
Birth Nation |
The original nationality of the guest if differ from Nationality field. |
Table 2-4 Field Definition of Guest Information Tab (Travel Information)
Field | Description |
---|---|
Travel Information |
|
Port Comments |
Additional comments of the port. |
Debark Date |
Debarkation date. |
Debark Port |
Port of debarkation. |
Cabin |
Cabin number assigned. |
Muster Station |
Muster Station assigned. Linked to Cabin number. |
On Board |
On/Off board identifier. |
Deny Boarding |
Deny boarding identifier. |
Deny Reason |
Reason boarding denied. |
Telephone Pincode |
PIN code setup for outgoing calls and access to Kiosk. |
National ID |
Local identification document, for example, ID or Driving License |
Handicapped |
Disability status of the guest. A user definable label. |
Handicapped Remarks |
Disability remarks. |
Manifest Printout |
Default inclusion of guest in manifest print out. |
Queue ID |
Assigned queue ID during embarkation. |
Shore.G-ID |
Unique Identifier for FMS. A user definable label. |
Life Boat |
Life Boat assigned. Linked to Cabin number. |
Table 2-5 Field Definition of Guest Information Tab (Documents)
Field | Description |
---|---|
Documents |
|
Documents |
Confirmation check box of whether travel document is checked or collected. |
Table 2-6 Field Definition of Guest Information Tab (Documents)
Field | Description |
---|---|
Dining Preferences |
|
Table/Seating |
Assigned table number and seating preferences for dining. |
Location |
Assigned dining location. |
Table 2-7 Field Definition of Guest Information Tab (Other Parameter)
Field | Description |
---|---|
Resident |
Indicator whether the guest is a resident. |
Air/Sea operator |
Indicator whether the guest is an Air/Sea operator. |
Intoxication |
Intoxication identifier. |
Express Check Out |
Indicates guest require Express Check Out. |
Group Leader |
Group Leader identifier. |
Non-inclusive Guest Type |
Indicates that guest is not part of a package or all inclusion plan. |
Charge for Checked-out Calls |
Define whether checked-out calls will be charged. |
Switch to Crew in Manifest |
Indicates that reservation has been moved Crew manifest. |
Stay overnight shoreside |
Indicates that guest stays overnight at shore side. |
Table 2-8 Field Definition of Guest Information Tab (Guest Categories)
Field | Description |
---|---|
Guest Categories |
|
Selection box |
User configurable system codes in Administration, System Codes, Guest Categories. |
Table 2-9 Field Definition of Guest Information Tab (Agent Information)
Field | Description |
---|---|
Payments/Remarks |
|
Payment |
Payment Department code for this reservation. |
Remarks |
Additional remarks pertaining this payment. |
PPD Type |
Revenue per person per day tag. |
Table 2-10 Field Definition of Guest Information Tab (Others)
Field | Description |
---|---|
Others |
|
Document Image Snapshot |
Displays snapshot of scanned passport. |
Photo |
Displays saved photo of the guest. |
Notice and Consent |
Mandatory field. Indicates passenger accept and agrees to the Notice and Consent Terms. |
Figure 2-4 Guest Information Address / Other Information
Table 2-11 Field Definition of Guest Information Address Tab
Field | Description |
---|---|
Address / Temporarily Address |
|
Address 1 |
Address 1. |
Address 2 |
Address 2. |
Street |
Street name. |
Zip/City |
Zip Code / Name of city. |
Country |
Country. |
State |
State. |
Phone |
Phone number of guest. |
Email 1 |
Email address of the guest. |
Email 2 |
2nd Email address of the guest. |
Table 2-12 Field Definition of Guest Information Address Tab (Other Info)
Field | Description |
---|---|
Other Info |
|
Permanent Resident ID |
Permanent Resident ID of the guest. |
Common Access Area |
Allowed common access area. |
Exclude from Quick Billing Printing |
Indicator whether to exclude from Quick Billing printing. |
Table 2-13 Field Definition of Guest Information Address Tab (Encode Additional Cabin for Ving/Onity Door)
Field | Description |
---|---|
Encode Additional Cabin for Ving/Onity Door |
|
Cabin 2/3 |
Cabin number of joint cabin. |
Table 2-14 Field Definition of Guest Information Address Tab (Emergency Contact Address)
Field | Description |
---|---|
Emergency Contact Address |
|
Name |
Name of Emergency contact person. |
Relationship |
Relationship of Emergency contact person. |
Address |
Address. |
Street |
Street. |
Zip/City |
Zip code/city. |
State |
State. |
Country |
Country of Residency. |
Phone |
Phone number of contact person. |
Mobile Phone |
Mobile number of contact person. |
|
Email address of the contact person. |
Business Phone |
Business phone number of contact person. |
Table 2-15 Field Definition of Guest Information Address Tab (Travel Insurance)
Field | Description |
---|---|
Travel Insurance |
|
Description |
User configurable system codes in Administration, System Codes, Travel Insurance. |
Ins. Number |
Insurance Policy Number. |
Table 2-16 Field Definition of Guest Information Address Tab (Minor Debark Authorization)
Field | Description |
---|---|
Minor Debark Authorization |
|
Port Date / Name |
Selectable port allowed for minor for debark. |
Notice and Consent |
Mandatory field. Indicates passenger accept and agrees to the Notice and Consent Terms. |
The Posting Status is a function that assists you in managing cash-paying guests or guests who may have exceeded their credit limit. This function enables/disables the posting from flowing through to the account.
Disabling a PostingFigure 2-5 Posting Status (No or Manual)
Retrieve the reservation from the Search panel and then click Posting Status in Guest Info tab.
The system prompts for a response to accept the postings. Selecting Yes resets the Posting status to allowed, whereas No retains the Posting status unchanged.
Figure 2-6 Party Identifier
Showing a Party
To view a list of travel companions within a party, click the Show Party button.
This function removes guests from an existing group and converts their reservation to an individual reservation.
Removing a guest from group
As mentioned in the Creating a Party topic, you can designate a guest within a party as a primary guest or the person in the party who is in charge and responsible for the accounts. Below are the steps to assign a Primary guest. Note that this process supersedes earlier assigned Primary guests, if any.
Assigning a Primary Guest
A chronological record of activities such as passenger’s movements, financial transactions, and systems events are logged to enable the reconstruction and examination of the sequence of events and/or changes made. Such information is viewable in the Show Log function.
Showing Log
Figure 2-7 File Export Prompt
Depending on the Ship’s policy and age set forth as a Minor, a guardian might be required to accompany a minor on certain activities or in the absence of the parents. This function is available to account for passengers whose age is below the Minimum Adult Age a set in the General, Guardian Auto Assignment parameter.
Assigning a Guardian
Removing Guardian Assignment
You can remove the guardian from the minor account by clicking Guardian Assignment, selecting the guardian name, and then clicking Remove as Guardian.
The Ship operators might have a standard Service Charge value defined as an automatic charge to the guest account. This posting is typically performed using the Quick Service Charge Posting function. The value of the service charge is set in the Service Charge, Default Charge Amount, and Minimum Passenger Age parameter. The Service Charge function in Guest handling enables you to post the service charge manually or disable the automatic posting.
Posting a Service Charge
From the Change Service Charge Posting Amount window, select Disable Service Charge Posting, and then click OK to save.
At the Guest Info tab, the Service Charge Amount changes to No Service Charge Posting.
The Add to Disembark Group function allow you to organize disembarking passengers to disembark in batches at a designated assembly location, departure time, and luggage collection.
Figure 2-10 Assigned Debarkation Group
When a passenger is wrongly assigned to a debarkation group, or would like to depart with friends, you must first remove the assignment and then reassign the passenger to the desired group.
To remove a passenger from the debark group, click the Remove from Disembark Group from the Guest Info tab.
The Discount, Route, Package function routes the charges within the same invoice or to other crew prior to crew check-in if setup, enabling allowable discounts in Oracle Hospitality Cruise Shipboard Property Management System (SPMS) and MICROS. It also gives an overview of the Package Plan entitlement.
Routing
The Routing function automates the transfer of charges within the crew account or to multiple accounts, allowing you to consolidate charges into one invoice/account. The use of this function is to facilitate the invoicing process at the group reservations level or for parties/families traveling together. Depending on the requirements, you can set up the routing using one of these options - “Pay for” or “Paid by”.
Figure 2-11 Routing Tab
Table 2-17 Routing Tab Definition
Section | Description |
---|---|
1 |
Pays for - This section defines the payer account and whom the account is paying for. |
2 |
For - This section defines where the assigned financial department is routed to. |
3 |
Cabin number and name of guest payer is responsible for. |
4 |
User who set up the routing and reason. |
5 |
Financial Department code assigned. |
6 |
Button to set up or remove routing instructions. |
Note:
Prior to moving/routing the charges, be sure to check the current routing arrangements to avoid duplication of routing, which will result to charges not being re-directed as planned.Use the following steps to set up an account/charge routing when guest A pays for guest B:
Use the following steps to set up routing for multiple guests, for example; group guests or parties traveling together.
Use the following steps to remote the routing set up in a guest account.
The SPMS Discount function enables you to assign eligible discount to a guest account either by percentage or value.
The MICROS Discount tab displays discounts accorded to the guest by Micros Discount Itemizer level. These discounts are shown when a guest has a discount level assigned in the Guest Info, Edit Information, Discount Template field.
Figure 2-18 Disc, Route, Pkg — Micros Discount
The Micros Advance Discounts works similarly to Micros Discount, except that discounts are applied to Micros Major Group, Family Group and Menu Item level instead of Itemizer Level.
Figure 2-21 Micros Advance Discount
See Administration, POS Discount on how to configure the Advance Micros Discount.
The Disallow Department function manages charges not permissible for posting to the guest account. For example, Casino Bar, all tobacco, and others.
Setting Disallow Department
The Package Plan function enables you to customize a cruise package that suits the guest requirements by combining various food and beverage outlets, excursions, and/or activities using the flexi package plan option.
Assigning packages to the right guest account enables transactions to be posted accurately throughout the cruise.
Routing a package plan postings depends on two parameters: Do not allow post package to both buyer and payer and Package Plan Before Routing. In the event that both payer and buyer have a package, all postings are posted to the payer account as a normal posting.
Auto Balancing a Package Plan
An Auto Package Plan balancing can be set up using the Enable Package Auto Balance as 1 parameter. The Auto Package Plan automatically balances the package invoice/account after each transaction and reduces the total package value or quantity at the same time.
Figure 2-28 Package Plan Invoice Window
If the above parameter is set to 0, manual balancing of the package invoice/account is required using the Pay Invoice function.
The Posting Handling function not only provides up to four invoices per guest, it also enables you to post a manual charge to an account, route postings, and handle various payment processes.
Figure 2-31 Add Posting Window
Table 2-18 Field Definition of Add Posting Window
Field | Description |
---|---|
Account |
Guest Account by Cabin No. and Name. |
Department |
Financial Department codes. |
Clear fields after adding to postings list |
Clear all information in Additional Information section after adding posting. |
Check Number |
Check Number from POS System or any manual posting reference. |
Server #1: |
Server name appearing on POS check. |
Server #2: |
Server name appearing on POS check. |
Number of People |
No. of guest that dined. Information from POS System. |
Invoice Number |
Invoice number to post to. |
Comments |
Additional comments. |
Posting List |
List of postings added. |
Batch Count |
Confirmation of a number of postings added in Quick Posting function. |
Current Count |
Current count recorded in Postings List. |
Batch Total |
Confirmation of total value posted in Quick Posting function. |
Current Total |
Accumulated value to post. |
Voiding a Posting
The Pay Invoice function is a settlement process against an invoice for part or full payment. As the Ship accepts various payment method, the process in applying these payments may vary.
Figure 2-38 Invoice Payment Window
Table 2-19 Field Definition of Invoice Payment Window
Field | Description |
---|---|
Department |
Financial Department codes - Credit. |
Amount |
Total amount due by guest, depending on the invoice no. selection. |
Notes |
Additional notes pertaining to this payment. |
Invoice Number |
Invoice number to apply the payment. |
Change due enabled |
Enable auto calculation of change due to guest. |
Disable Posting Automatically |
Disable postings being posted into the invoice. This sets the Posting Allowed to No in Guest Info tab. |
Charge 1% Commission |
Credit Card commission charge. Amount auto populates in Commission field when checked. |
Credit Cards Payment Details |
Displays masked credit card number assigned to this invoice. |
Package Plan Credit |
Eligible credit value for Package Plan posting. |
Non Refundable Credit |
Credit value non-refundable to the guest. |
Current Balance |
Current Invoice Balance. |
Received Amount |
Amount received. |
Commission |
Applicable credit card/foreign exchange commission value. Calculate when Charge 1% Commission is ticked or when the foreign exchange has commission defined. |
Due Balance |
Outstanding sum after deducting payment applied. |
Change Due |
Balance due to guest when payment applied is more than invoice value. |
Pay |
Apply payment receipted and does not print cash receipt. |
Pay & Print |
Apply payment receipted and print invoice at the same time. |
Pay & Print Cash Receipt |
Apply payment receipted and print cash receipt at the same time. |
Payment by Cash, Change Due
The Change Due function calculates the amount of change due to a guest when the payment method is either cash or foreign currency. The option is available to default the “change due enabled” to be permanently selected. If this is not set as the default, you must select this option to activate the automatic Change Due calculation when applied to the payment.
City ledger settlement is permissible only when there is a pre-arranged payment mode. For example, the account is settled by a company or an agent within agreed payment terms. The invoice is typically transferred to an Account Receivable, being the holding account and will age until payment is received.
Figure 2-45 Disable Posting Automatically
Figure 2-46 No Posting Allowed in Guest Info Tab
The system prompts the Posting Failure message below when a user tries to post a charge to this invoice and rejects the posting.
Figure 2-47 Disable Posting Prompt
The Print Invoice function enables you to print invoices in a different layout made available by the Ship. It has a preview function that allows you to view an invoice/statement prior to printing a hard copy invoice.
Printing an Invoice
This function enables you to preivew the invoice prior to sending the job to a printer.
In a paperless environment, you can send a copy of the invoice to the guest’s email account only when on-board email is listed in the guest account. A special setup is required before an invoice can be sent out by email. Such entry requires setup by your System Administrator.
The system allows you to export invoices to a different file format. The supported file formats are: Acrobat Format, Crystal Report, MS Word, MS Excel, and others.
This function exports the invoice into a predefined Excel format.
The Move and Route function enables bills to be organized at the time of credit sign up during the cruise or at the end of the cruise when a guest would like to separate certain charges from the main invoice. Charges are easily moved using the drag and drop movement and various methods are available to suit the operational needs.
Moving a charge from one invoice to another
The following function allows guests to separate certain charges in another invoice throughout the cruise or route them to another account. It is more feasible to set up routing instructions to move both current and future postings to a new invoice.
The following feature works the same as the Percentage Discount feature in the Disc, Route, Pkg tab and has an additional check box for Actual Postings. The functionality creates a record in the discount portion of the Disc, Route, Pkg tab when Future Posting is selected.
See also Disc, Route, Pkg.
The Item Discount is a feature that deducts a specific percentage of selected postings from the guest invoice.
Note:
This is a Percentage discount and not available as a Value discount.According an Item Discount
The Hide No Print feature works with transactions that are marked with No Prints, for example, voided transactions. The process changes the information displayed, giving you an organized invoice to view.
Hiding Transactions with No Prints
To Show No Prints Transactions
Transactions marked with No Prints appear in the invoice window in pale yellow. This function enables you to hide the voided posting or previous settlements from being printed on the invoices. It is only possible to set No Prints for a transaction entry that equals 0.00.
Figure 2-61 No Print Posting Not Equal to 0
The floor limit is pre-set within the Financial Credit Sub-Department code. This can be adjusted for specific guests at the discretion of the Chief Purser.
Set Credit Limit
The Close Posting function generates an interim invoice and closes the balanced account without checking out the account. This function does not work when the account still has a balance.
WARNING:
Once the account is closed, this Can Not Be Undone.The Set Spending Limit functionality limits the buyer spending value and is only enabled when an account is routed to another account, for example: Mr X is paying for Mr Y and would like to limit the spending of Mr Y to $500. The Set Spending Limit is enabled in Mr. Y’s account and not Mr. X’s account.
WARNING:
Once the account is closed, this Can Not Be Undone.Set Spending Limit
A Pre-Cruise Invoice allows you to prepare an advance invoice for the guest. Postings and payments posted in the Pre-Cruise Invoice function are not actual revenue until they are posted to a checked-in account.
Creating a Pre-Cruise Invoice
When you accidentally click No at the prompt to convert pre-cruise postings to regular postings, these postings are stored in Quick Pre-Posting Conversion function, allowing you to repost all the pre-posting.
The More Guest Info tab stores various information such as Billing Address, Travel Agency Contact, Cruise Reservation Related Information, Guest Picture, and Document Return status. Most of all fields in the Billing Address, Travel Agency, and Product Details section are editable with an in-line edit function by simply clicking on the field name and inserting text. Editing other sections such as Take Picture, Edit Cruise Fare, and Document Return would require you to click on the available buttons.
Figure 2-71 More Info Tab
Table 2-22 Field Definition of More Info Tab
Field | Description |
---|---|
Name |
Billing Name. |
Street |
Billing Address. |
City |
City of Billing Address. |
Zip |
Zip of Billing Address. |
State |
State of Billing Address. |
Country |
Country of Billing Address. |
Table 2-23 Field Definition of More Info Tab (Travel Agency)
Field | Description |
---|---|
Travel Agency |
|
Name |
Travel Agency Name. |
Street |
Street Address of Agency. |
City |
City. |
State |
State. |
Zip |
Zip Code. |
Country |
Country. |
Phone |
Phone number of Travel Agency. |
Fax |
Fax number of Travel Agency. |
Salutation |
Salutation of contact person. |
First Name |
First name of contact person. |
Last Name |
Last name of contact person. |
|
E-mail address of contact. |
AgentID |
Agency ID. |
Agent R.ID: |
Additional Agency ID. |
Agent B.ID |
Additional Agency ID. |
Table 2-24 Field Definition of More Info Tab (Take Picture)
Field | Description |
---|---|
Take Picture |
|
Live Picture |
Live view of the guest before picture were taken. |
Stored Picture |
Picture saved using Live Picture function. |
Table 2-25 Field Definition of More Info Tab (Cruise Reservation Related Info)
Field | Description |
---|---|
Cruise Reservation Related Info |
|
Pre Cruise |
Pre-Cruise arrangement. Information imported from DGS. |
Post Cruise |
Post-Cruise arrangement. Information imported from DGS. |
Currency |
Cruise Fare Currency. Information imported from DGS. |
Trav. Insurance |
Travel Insurance number. Information imported from DGS. |
Cruise Fare Code |
Fare code from the reservation system. Information imported from DGS. |
Cruise Fare |
Cruise Fare. Information imported from DGS. |
Cruise Full Fare |
Full Cruise Fare. Information imported from DGS. |
Edit Cruise Fare |
Function to edit cruise fare balance. User right dependent. |
Table 2-26 Field Definition of More Info Tab (Product Details)
Field | Description |
---|---|
Product Details |
|
Product |
Product code linked to the booking. |
Promotion |
Promotion code linked to the booking. |
Savings |
Discount code linked to the booking. |
Table 2-27 Field Definition of More Info tab (Return Documents)
Field | Description |
---|---|
Return Documents |
|
Documents are not returned |
Indicate the date/time and user who returned the guest travel document. |
The Take Picture option captures the current guest picture and shares them across other modules enabling other users to easily recognize the guest they are dealing with. The supported picture file formats are .jpg or .bmp.
Taking Guest Picture
Figure 2-72 Take Picture
The Cruise Reservation Related Info section displays the cruise price paid in the Reservation system. The data is imported from DGS ResOnline. The fields are non editable, except for the Cruise Fare Balance, and it is dependent on User Access Rights #4461.
Editing Cruise Fare
Figure 2-73 Edit Cruise Fare
The Document Return section stores the date, time and user who returned the travel documents to the guest from the Document Return module.
Figure 2-74 Document Return in More Guest Info
The Service Info function in Guest Handling window stores the type of service, amenities package, or special requests rendered by the ship without having to rely on the large manifest for information. The packages and requests arranged by the cruise company prior to the actual sail date are also included in the reservation information during the periodic import. Although the information is mainly updated through reservations import file, manual update is possible when needed. Besides listing these requests under individual guest records, a summary of such information is populated in the Amenities Overview function, allowing the responsible parties on board such as Manager, Chief Steward, and Hostess/Group Coordinator access and ensuring requests are fulfilled.
Figure 2-75 Guest Handling — Service Information Tab
The window is divided into two sections:
Select the item from the Amenity/Special Request section and then click Delivered.
The system then replaces the Red X envelope with a check mark in the Done column with the Date/Time and User who completed the task shown.
Figure 2-79 Amenities/Special Request Delivered Items
Click OK to save, which adds the items to the Special Requests section and a Red X envelope under the Done column
The system places a check mark on the Service Info tab as an alert that there are entries needing follow-up.
The Activity Viewer tab provides a quick view of the activities signed up by the guest, be it Excursion, Dining arrangements or Spa booking, thus enabling them to locate the guest or follow up on up-coming activities. The information displayed is controlled by two parameters. Contact Support/Consultant for the supported template setup/usage.
Figure 2-80 Activity Viewer Window
Table 2-29 Activity Window
Field | Description |
---|---|
1 |
Date/Time grid of activity window. |
2 |
Type and scheduled time of activities. |
3 |
Details of selected activity. |
4 |
Date/Time of event filter for Itinerary print out. |
By default, the time grid is set to an hourly grid and can be easily changed by right-clicking on the time grid and selecting the desired time frame to display.
Figure 2-81 Changing Time Frame
The activity time in the grid is indicated according to the color defined for each type of activity.
The Revenue Analyzer provides a revenue analysis of selected guests by date, department and transaction number order. It comprises two tabs - Department Details and Item Details. By default, information displayed on the window is imploded and only the transaction date, net total and gross total are shown. In order to view detailed information, place a check mark in Expand All or manually click the ‘+/-'key to show/hide the column, or click the arrow downon the drop-down list to further expand the information of respective column.
Figure 2-84 Revenue Analyzer Tab
Table 2-30 Field Definition of Revenue Analyzer
Field | Description |
---|---|
Transaction Date |
Date transaction was posted. |
Department |
Financial Department. |
Transaction Number |
System generated transaction ID. |
Total |
Sub-total of each Financial Department. |
Net Total |
Total Net amount (Total value excluding discount). |
Gross Total |
Gross amount (Total value before discount). |
The History tab stores future and past reservation records, as well as the cabin change log. Other than the Future Reservations section where you can insert, edit, and remove a reservation, all other information on this window are non-editable.
Figure 2-85 History Tab
Table 2-31 Field Definition of History Tab
Field | Description |
---|---|
1 |
This section stores records of previous reservations by date, cabin number, notes, and overall stay duration. Records are captured once you check out the guest. |
2 |
This section stores records of future reservations. During system data change, the system checks for future. |
3 |
This section stores records of cabin assigned to the guest during their stay, including future reservations if any. |
Figure 2-86 Creating Future Reservation
The Comments tab enables you to follow up on feedback/complaints received pertaining to a cabin, services rendered, facilities, and so on. You can scan or attach an image file and input a comment.
Figure 2-87 Comments Tab
The Other Info tab stores the passenger flight assignment, cabin maintenance tasks and other general information. Other functions included in this tab are board card printing, enabling/disabling phone, and printing passport label.
Figure 2-88 Other Information Tab
Arrival/departure flight information and transfers arrangements are updated in the Flight Assignment section.
Figure 2-89 Flight Assignment in Other Information Tab
Adding arrival/departure flight details
Note:
The Edit assignment only allows you to edit the Transfer Price, Number of bags, Bag Label, or Seat number.Figure 2-90 Edit Flight Assignment
Maintenance
The Maintenance section displays all maintenance task related to selected cabin, regardless of its completion status. These task are entered in the Maintenance module.
Guest Categories
The Guest Categories section displays the selected information from Edit Information, Guest Categories check box. The information is configured in Administration, System Codes, Guest Categories Codes.
Guest Categories / Other Information
The Guest Categories and Other Information section displays the selected information from Edit Information, Guest Categories check box and various fields in the Name/Reservation section.
Details of the guest passport, identification or any travel documents captured through the passport/ID scanning device are stored in this tab and purged at the end of the cruise or according to the policy defined by the Ship.
Figure 2-91 Travel Documents Tab
Table 2-32 Field Definition of Travel Documents
Field | Description |
---|---|
Predefined Document Type |
Document type configured in Administration Module, for example: passport, identification card. |
Document Type |
Type of Visa. |
Document Number |
Passport or ID number. |
Issue Date |
Document issue date. |
Expiry Date |
Document expiry date. |
Birthdate |
Passenger Birthdate. |
Issued Country |
Country document were issued. |
Valid From |
Validity of document. |
Document Name |
Document type. |
Issued Place |
Document issued place. |
Last Name |
Last Name. |
Code MRZ1 |
Machine Reader Track 1. |
Code MRZ2 |
Machine Reader Track 3. |
Code MRZ3 |
Machine Reader Track 3 |
Number of Entries |
Number of entries allowed. |
Allow Duration of Stay |
Allowed duration of stay on each visit. |
Figure 2-92 Travel Document Add/Edit Window
The Custom Info tab is a user definable field that allows you to customize the field according to your operational requirements. The field names are defined in Administration Guide, User Definable Field Setup .
The Guest History tab captures the guest’s history, such as reservations, amount spent, amenities, and special requests from various ships. The data is transferred from the Shoreshide Fleet Management System database through a ResOnline Interface. The Guest History window contains two main tabs - Booking and Raw XML.
Booking tab
The Booking tab is segmented into five different views: Transactions, Item Details, Shore Excursion, Amenity, Special Request and Comments.
Figure 2-93 Guest History Tab
Transactions Tab
The first tab in the Booking tab is Transactions. In this tab, past transactions from previous cruises are sorted by Department class, Department code, Department Group, Postdate, and Sum of amount are shown.
Pressing the +/- or the arrow down key explodes or implodes the details under each station, enabling information in each respective columns to be further drilled down.
Figure 2-94 Department Check Box
Item Details
The Item Details tab list all the POS Postings in details.
Shore Excursion
The Shore Excursion tab displays past excursions participated by the guest.
Amenity
The Amenity tab displays past chargeable amenities requests from previous cruises.
Special Request
Special Request tab displays the request history during each stay while on-board.
Comments
The Comments tab displays past comments inserted on previous cruise.
Raw XML
The Raw XML tab shows the actual passenger history in XML format that was sent from Reservation Online to the ship database.
Figure 2-95 Guest History Raw XML Tab
The Loyalty/TrackIt tab provides a quick overview on the loyalty program the passenger is attached to, and items that were confiscated or returned during embarkation/disembarkation. The confiscated items are managed in the TrackIt module.
Loyalty Assignment
A guest can enroll in a loyalty program through the course of the voyage. The program stores information such as loyalty card number, points balance, and personal details in this tab.
Figure 2-96 Loyalty Program Form
The movement and storage location of confiscated items appears in the following section, and records are updated:
When a confiscated item is returned or checked-out temporarily to the passenger, the system removes the record from the Confiscated Item section.
When a confiscated item is checked-in by the passenger, the system inserts a record in the Confiscated Item section.
Figure 2-97 Confiscated Item Storage Location
Figure 2-98 Express Reservation Form
Creating an Express Reservation
Get Credit Card enables you to update the passenger’s credit card details by swiping the card through the magnetic card reader.
Updating Credit Card Details
In the Search panel, search for the guest record and then click Get Credit Card in the Guest Handling window to open the blank Credit Card Entry form.
In the blank Credit Card Entry form, swipe the credit card through the magnetic card reader to capture the credit card details and have it auto populate in the window.
Figure 2-99 Setting Credit Card Spending Limit
Select the Set Spending Limit check box to enter the credit limit of the card..
Manual Update of Credit Card Details
In the blank Credit Card Entry form, click Manual.
Enter the card information in the field provided and then click OK to save.
Click Yes in the CC-Check dialog box to update the credit card details onto the guest account.
You can view the stored credit card details from the Credit Card tab.
Capturing an Electronic Signature
If you have a Signature Capture device installed, you can capture a sample of the guest signature in the Credit Card tab.
Storing Sample Signature
Repeat steps 1 to 3 of above.
Sign on the column provided in the Signature Device, press Confirm and then Capture Signature to save the signature against the passenger credit card record.
The stored credit card details and signature are saved in Credit Card tab.
Multiple card types can be stored for ease of settlement. This is particularly useful when a guest decides to settle part of their invoices using certain card.
Repeat steps 1 to 3 of Updating Credit Card Details.
The system prompts a notification that there are more than one card being registered. Click Yes at the CC-Check prompt to register the card.
Activating Credit Card for a Particular Invoice
At the Credit Card tab, select the card to activate, and then click Activate Card.
Check mark the invoice at the Activate Credit Card prompt and click Activate.
The chosen invoice appears under Invoice column, and the card is set as Active.
Figure 2-100 Multiple Credit Card Assignment
Guest joining the cruise are required to checked-in to the system prior to boarding, and these reservations are categorized under the Expected tab.
Retrieve the reservation from the Search Panel, Expected tab and then click Check-In.
At the Check In prompt, click Yes to check in the reservation and print keycard at the same time.
At the end of the voyage, you must check-out all the guest accounts from the system. This is to ensure that all accounts are in balance before performing a System Cruise Change.
Retrieve the reservation from the Search Pane, Check In tab and then click Check Out.
At the Check Out prompt, select Yes to check out the reservation.
If the account is unbalanced, the system prompts for an invoice to be settled before proceeding. Click OK to return to the guest account.
See Pay Invoice section for steps to settle an account.
Retrieve the reservation from the Search panel and then click the Print Board Card.
At the Print Board Cards prompt, click Yes to save the board card number under the Guest Info tab. This process increases the board card number shown in the Guest Info tab, and the last digit of the board card denotes the number of times the board card was re-printed. The first printed card always end with 0.
Figure 2-101 Print Board Card Prompt
Select a reason from the drop-down list when prompted and then click OK.
The status of the printed card is reflected in the Batch Board Card Printing window. If the card status is Failed, click Reprint All failed print job to reprint.
Check the Interface or Printer connectivity if the board card fails to print.
Figure 2-102 Batch Board Card Printing
Printing New Board Card
During a cabin move or when guests extends their stay, a re-code of board card is required, which you can print from Guest Handling, Other Info tab.
At the Other Info tab, click the New Board Card and click Yes at the Recreate Cards prompt.
In the Print Board Card Reason prompt, select the reason from the drop-down list, and press OK to confirm.
Resetting a Board Card
For a lost card, a change of lock combination for the cabin is necessary, and this process re-assigns a new board card number to all occupants of the same cabin.
At the Other Info tab, click Reset Board Card.
Select Yes at the Recreate Cards prompt to invalidate all previously issued cards.
Figure 2-103 Recreate Board Card
Figure 2-104 Boardcard Number in Guest Information Tab
In the Print Board Card Reason prompt, select the reason from the drop-down list and then click OK to confirm.
At the Batch Board Card Printing prompt, click Close if the card is printed successfully. Otherwise, repeat the above process.
A cabin can become unavailable due to defect, or the guest may want to move to a larger cabin or cabin closer to their family/friends. This would require a cabin change. Depending on the policy and procedures of the Ship, such a change might be chargeable. If a fee is applicable, you can set this up in the Administration, Financial Setup, Stateroom Upgrade Prices module.
You can perform a cabin change from different function — using either the Cabin Change function, Edit Information or the Edit Express Reservation function.
Changing a Cabin Using Cabin Change
When a cabin change is chargeable, it is recommended that you perform the task using the Cabin Change option in the Guest Handling function. A setup such as Financial Department, General Change Reason and Database Parameter must be in place in order for the charge to be posted. See Administration User Guide, Stateroom Upgrade Setup for more details.
When the assigned cabin for the guest becomes unavailable at the point of check-in, re-assignment of the cabin is required. In such cases, the cabin change is done by editing the reservation.
Assigning a Cabin in Edit Express Information
At the point of creating a reservation using Express Reservation, you can assign a cabin number to the guest. The process is the same as Changing An Assigned Cabin in Edit Information.
There are occasions when you are required to notify the guest of their reservations, tour arrangements, or inquiries by leaving a message in their cabin. These messages are not only presented in hard copy, but can also prompt on a window at the Gangway, Internal Gate, or Immigration Gate when scanning the guest board card.
Figure 2-109 Message Form
Table 2-33 Field Definition of Message Form
Field | Description |
---|---|
On/Off |
Message light indicator. |
Printed |
Indicator whether message has been printed. |
Taken When |
Date/Time message were entered. |
Sender |
Sender's Name enter. |
Message |
Content of the message. |
Taken by |
User who enter the message. |
Delivered by |
User who deliver the message. |
Delivered Mode |
Location of where to prompt for message delivery, at Advance QCI Wizard, Gangway, Internal Gate, Immigration Gate, or none. |
Acknowledgement |
Type of delivery acknowledgement, either by User, Manager, or none. |
Delivered button |
Sets the message status to/from delivered. |
Print button |
Print selected message. |
Light On/Off |
Sets on/off phone message light in cabin. |
Delete Message |
Remove message from passenger account. |
Edit Message |
Edit message content and/change delivery mode. |
New Message |
Creates a new message. |
The message light is automatically turned on as an indicator to the guest that there are messages for them. If the message function is used for internal messaging, it is best not to set the message light on when creating a message, and this is managed in the General, Message Light On parameter.
The Express Edit Information function enables you to edit the basic reservation information as displayed in the Express Reservation function.